Why Every Family Deserves a Trusted Financial Advocate—Not Just a Sales Pitch
Most People Don’t Really Trust Financial Advisors Ask most families how they feel about financial advisors. You’ll hear words like “salesy,” “pushy,” or “confusing.” That’s a problem. A 2023 Gallup poll found that only 21% of Americans trust financial advisors “a great deal.” Compare that to nurses at 79%, or doctors at 62%. That gap […]
Planning for the Unexpected: Financial Strategies Rooted in Real-Life Loss
Why Real-Life Loss Changes the Way We Plan Nobody expects to get the call. A car accident. A health scare. A sudden job loss. Life changes in seconds. And when it does, money becomes the stress no one wants to face. According to the Federal Reserve, 32% of adults couldn’t cover a $400 emergency without […]
Why Simpler Financial Advice Often Leads to Better Outcomes
Money can get messy fast. Stocks, insurance, taxes, debt, budgets—it’s easy to feel overwhelmed. But here’s the truth: when financial advice is simple, people understand it. And when people understand it, they actually take action. Let’s talk about why simple financial advice wins, and what that looks like in real life. Confusion Kills Progress Most […]
From Public Adjuster to Financial Advisor: Bridging the Gap Between Crisis Recovery and Long-Term Security
Two Jobs. One Goal. Helping people through tough situations is what I’ve always done. I used to be a public adjuster. That means I helped homeowners fight their insurance companies after storms, leaks, fires—whatever caused damage. I saw it all. Mold in the walls. Roofs ripped off. Entire kitchens underwater. Then I became a financial […]